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Lighthouse Financial Management
Founded in 2004 in Westerly, Rhode Island, Lighthouse Financial Management entered the wealth advisory space as a locally focused registered investment...
Lighthouse Financial Management
Founded in 2004 in Westerly, Rhode Island, Lighthouse Financial Management entered the wealth advisory space as a locally focused registered investment advisor. The firm's initial service model targeted financial, tax, and investment planning for a client base of individuals, families, small businesses, and employer-sponsored retirement plans. Today the firm's online presence consists entirely of Washington Trust Wealth Management content, reflecting a full operational integration. Investment strategy prioritizes custom portfolio construction aligned with each client's stated needs for growth, preservation, risk management, and liquidity. The firm does not publicly disclose any direct investments, fund commitments, or portfolio company names. Service delivery integrates banking and lending capabilities alongside advisory functions, a bundling effect typical of bank-owned wealth management units. Without published deployment figures or named holdings, the precise asset-class mix and geographic exposure cannot be independently verified. The firm operates without a standalone publicly known leadership roster or a disclosed roster of investment professionals. Its website, now indistinguishable from Washington Trust Wealth Management's, does not list any dedicated Lighthouse Financial Management team members. A May 2026 firm-hosted event focused on intentional giving and women's wealth marks the only dated operational signal emerging from the entity in the past 24 months. Lighthouse Financial Management's structural distinction lies in its absorption by Washington Trust Wealth Management. The acquired firm now functions as a brand legacy rather than an independent advisory practice, inheriting the banking entity's fiduciary strategies, trust services, and multi-generational planning framework, while the original firm's separate operating footprint has been subsumed.
General information
Firm type
Bank / Wealth / Trust
Year founded
2004
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Westerly
Corporate office
Westerly, RI, United States
Frequently asked questions
What is the relationship between Lighthouse Financial Management and Washington Trust Wealth Management?
Lighthouse Financial Management's website now serves Washington Trust Wealth Management content exclusively, indicating a complete operational integration. The original 2004-founded RIA no longer maintains a separate public-facing brand or team. Washington Trust Wealth Management uses the acquired entity to deliver financial planning, investment management, banking, and lending services.
Does Lighthouse Financial Management have a publicly disclosed investment team?
No named principals, portfolio managers, or advisors are disclosed under the Lighthouse Financial Management banner. The firm's website channels all content through Washington Trust Wealth Management, which lists its own advisors but does not break out a dedicated Lighthouse team.
What investment services does Lighthouse Financial Management offer?
The firm describes a four-part service model: financial planning, investment management, banking and lending, and legacy/estate planning. Customized portfolios are built around individual client goals for wealth preservation, growth, risk management, and liquidity. No specific asset classes or investment products are disclosed publicly.
Does Lighthouse Financial Management disclose its assets under management?
No. Lighthouse Financial Management does not publish an AUM figure, nor is a verifiable external estimate available. The firm's acquisition by Washington Trust Wealth Management means any AUM is likely reported within the parent entity's aggregate figures.
Who does Lighthouse Financial Management serve?
The firm targets individuals, families, small businesses, employer-sponsored retirement plans, business owners, corporate executives, professional practices, and retirees. Its messaging also speaks to family wealth clients seeking multi-generational transfer strategies.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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